David Rimanic @rima0da: "𝘽𝙞𝙜 𝙏𝙚𝙘𝙝 𝙡𝙞𝙣𝙚𝙨 𝙪𝙥 𝙤𝙫𝙚𝙧..."

Slovenia

𝘽𝙞𝙜 𝙏𝙚𝙘𝙝 𝙡𝙞𝙣𝙚𝙨 𝙪𝙥 𝙤𝙫𝙚𝙧 $𝟯𝟬𝟬𝙗𝙣 𝙞𝙣 𝘼𝙄 𝙨𝙥𝙚𝙣𝙙𝙞𝙣𝙜 𝙛𝙤𝙧 𝟮𝟬𝟮𝟱 🔊 Short recap from Financial Times. 🔊 Big Tech’s aggressive AI investment is set to continue in 2025, with $AMZN (Amazon.com Inc) leading the charge by planning over $100 billion in infrastructure spending. This follows a surge in capital expenditures by $MSFT (Microsoft) $GOOG (Alphabet) $AMZN and $META (Meta Platforms Inc) which collectively spent $246 billion in 2024, up from $151 billion the previous year. Forecasts suggest their total investment could surpass $320 billion in 2025 as they compete to expand data centers and deploy specialized AI chips to maintain dominance. However, the scale of these expenditures has surprised the market, intensifying concerns about sustainability, particularly after the emergence of DeepSeek, a Chinese AI start-up that introduced a cost-effective AI model in January. The launch triggered a sell-off in major tech stocks, with $MSFT and $GOOG losing $200 billion in combined market value, and Nvidia’s stock plummeting 17%, erasing $600 billion in a single day. Despite market jitters, tech leaders remain resolute. Google’s Sundar Pichai defended the company’s $75 billion AI investment for 2025, emphasizing AI’s transformative potential. Microsoft’s Satya Nadella reaffirmed his commitment to spending $80 billion on expanding Azure, while Amazon’s Andy Jassy announced an even larger $100 billion investment, primarily for AWS infrastructure. While Amazon’s stock dropped 7% in after-hours trading, Meta saw a more favorable investor response. Mark Zuckerberg pledged to spend “hundreds of billions” on AI, bolstered by Meta’s success in demonstrating real-time returns through improved ad targeting. The gap between Big Tech and the broader market remains stark. The “Magnificent Seven,” including $AAPL (Apple) $NVDA (NVIDIA Corporation) and $TSLA (Tesla Motors, Inc.) increased capital expenditures by 40% in 2024, while the rest of the S&P 500 saw just 3.5% growth. Meanwhile, private AI investments continue to rise, with OpenAI’s Sam Altman spearheading efforts to secure $100 billion for US AI infrastructure in partnership with SoftBank and Oracle. While some analysts warn of a potential “AI winter,” most tech leaders remain committed, believing AI represents a defining technological shift that requires sustained investment to secure long-term dominance. $AMZN $GOOG $AAPL $NVDA $TSLA $META $MSFT $NSDQ100